Page History

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• Let's say DBSync is the parent item for SF2QBDesktop SF2QuickBooksDesktop and SF2QBOnline SF2QuickBooksOnline items. Now if you generate an invoice in QuickBooks with DBSync and SF2QBDesktop SF2QuickBooksDesktop, Item Name for DBSync remains DBSync but for SF2QBDesktop SF2QuickBooksDesktop it is shown as DBSync: SF2QBDesktopSF2QuickBooksDesktop. 

• If this invoice is moved to Salesforce Opportunity, then product is migrated with the parent Name into Salesforce.

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• Select Text in the Next page and click on Next button. Enter Field Label as QBNameQuickBooksName, Length as 255 and Field Name as QBNameQuickBooksName, click on Next button.

• In the next screen select field level security for profiles and click on Next. Check Add Field check box and check Layouts you want to add it to and click on Save.

• Go to Setup > Customize > Products > Page Layouts. Click on Edit for Product Layout.

• Add QB QuickBooks Name fields on to the page Layout. And click on Save Button.

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• Open the workflow "ItemServiceToProduct", in Rules section open the map for "Sequence No. 2".

• Add the mapping QBNameQuickBooksName__c = VALUE("FullName") and save the mapping.

• Similarly, add the above mapping in the following States to complete the product hierarchy setup.
  • ItemInventoryToProduct
  • ItemNonInventoryToProduct
  • ItemDiscountToProduct
  • ItemOtherChargesToProduct
  • ItemInventoryAssenblyToProduct
  • ItemSalesTax2Product

• Now your Salesforce is configured to handle the product hierarchy of QuickBooks.

• If you have a Parent-Child relationship for Products in Salesforce, then the following changes needs need to be made to the mappings.

• Go to Customer Login in www.mydbsync.com and enter your user name and password and click on Sign in. Click on Launch to Launch the DBSync project page.

• Ensure that the Salesforce and QuickBooks connectors are validated. You should have process template SalesforceQuickBooksBiDirectional

• Click on Projects, select and open the relevant project. You will see the available processes. Select & open the relevant process. You will see a list of available Workflows.

• Open the workflow "OpportunityToInvoice", *in Rules section open the map for "Sequence No.3".*

• Find the target field "ItemServiceAddRq/ItemServiceAdd/Name" and replace the source code by copy-pasting the following.

• Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQBAVSFQuickBooks__QuickBooks_ItemType__c"),"ItemService"), RSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")

• Add the mapping where target field = "ItemServiceAddRq/ItemServiceAdd/ParentRef/FullName" and source field as the following.

• Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQBAVSFQuickBooks__QuickBooks_ItemType__c"),"ItemService"), (IF(VALUE("PricebookEntry/Product2/Name").contains(":"), LSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")),"")

• Similarly, open the Sequence No.4 mapping.

• Find the target field "ItemInventoryAddRq/ItemInventoryAdd/Name" and replace the source code by copy-pasting the following.

• Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQBAVSFQuickBooks__QuickBooks_ItemType__c"),"ItemInventory"), RSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")

• Add the mapping where target field = "ItemInventoryAddRq/ItemInventoryAdd/ParentRef/FullName" and source field as the following.

• Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQBAVSFQuickBooks__QuickBooks_ItemType__c"),"ItemInventory"), (IF(VALUE("PricebookEntry/Product2/Name").contains(":"), LSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")),"")

• Similarly, open the Sequence No.5 mapping.

• Find the target field "ItemNonInventoryAddRq/ItemNonInventoryAdd/Name" and replace the source code by copy-pasting the following.

• Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQBAVSFQuickBooks__QuickBooks_ItemType__c"),"ItemNonInventory"), RSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")

• Add the mapping where target field = "ItemNonInventoryAddRq/ItemNonInventoryAdd/ParentRef/FullName" and source field as the following.

• Code Block
  IF(EXACT(VALUE("PricebookEntry/Product2/AVSFQBAVSFQuickBooks__QuickBooks_ItemType__c"),"ItemNonInventory"), (IF(VALUE("PricebookEntry/Product2/Name").contains(":"), LSPLIT(VALUE("PricebookEntry/Product2/Name"),":"),"")),"")

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